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Verify income instantly through tax preparation software connections. Skip the wait for IRS tax returns and 4506-C documents while improving conversion rates. Truv supports connections to major tax preparation software providers through Truv Bridge, including F1040 document support.

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Configure bridge token

When creating a Bridge Token, include product_type = income and data_sources = ["tax"]: 
curl -X POST https://prod.truv.com/v1/users/{user_id}/tokens/ \
  -H "X-Access-Client-Id: YOUR_TRUV_CLIENT_ID" \
  -H "X-Access-Secret: YOUR_TRUV_CLIENT_SECRET" \
  -H "Content-Type: application/json" \
  -d '{
    "product_type": "income",
    "data_sources": ["tax"],
    "tracking_info": "any data for tracking"
  }'

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Example response

The JSON data below is a sample payload from the tax documents endpoint: 
[
  {
    "id": "24d7e80942ce4ad58a93f70ce4115f5c",
    "document_type": "F1040",
    "document_subtype": "",
    "file": "https://example.com/tax_sample.pdf",
    "md5sum": "24d7e80942ce4ad58a93f70ce4115f5c",
    "year": 2019
  }
]

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Testing

Use the credentials below for sandbox testing:
UsernamePasswordSSNScenario
goodlogin.taxgoodpassword991-91-9991Successful login with complete data

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Error Scenarios

UsernamePasswordScenario
error.userlogin_errorIncorrect login and password
error.usermfa_errorMulti-factor authentication issue
error.useraccount_lockedLocked account
error.userno_dataNo data found
error.userunavailableProvider maintenance
error.usererrorGeneric login error

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API reference

Tax Documents

Tax document schema and endpoints

Bridge Token

Create tokens for Truv Bridge

Users

Create and manage users

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Next steps

Document Processing

Upload and process documents